Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,595 | $115,814-60.6% | $101,275-55.0% | $158,982-71.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 13.88% | 56.16%-42.3pp | 46.48%-32.6pp | 302.99%-289.1pp |
| Employer contribution / active EE | $2,470 | $4,176-40.8% | $3,660-32.5% | $4,763-48.1% |
| Participant deferral / active EE | $8,297 | $4,958+67.3% | $4,371+89.8% | $5,983+38.7% |
| Admin fee / account holder | $0 | $7,249-100.0% | $5,948-100.0% | $11,252-100.0% |